Notis-McConarty Edward’s Lowe's Companies LOW Stock Holding History

Notis-McConarty Edward’s Portfolio LOW Stock Details LOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.36M	Sell	6,140 -1,100	-15%	-$244K	0.66%	35
2025 Q1	$1.69M	Hold	7,240	–	–	0.87%	34
2024 Q4	$1.79M	Sell	7,240 -50	-0.7%	-$12.3K	0.86%	34
2024 Q3	$1.97M	Sell	7,290 -3,050	-29%	-$826K	0.89%	33
2024 Q2	$2.28M	Sell	10,340 -130	-1%	-$28.7K	0.9%	29
2024 Q1	$2.67M	Sell	10,470 -1,200	-10%	-$306K	1.05%	29
2023 Q4	$2.6M	Hold	11,670	–	–	1.04%	30
2023 Q3	$2.43M	Hold	11,670	–	–	0.99%	32
2023 Q2	$2.63M	Hold	11,670	–	–	1%	32
2023 Q1	$2.33M	Sell	11,670 -655	-5%	-$131K	0.93%	34
2022 Q4	$2.46M	Sell	12,325 -225	-2%	-$44.8K	1.02%	32
2022 Q3	$2.36M	Sell	12,550 -50	-0.4%	-$9.39K	1.05%	32
2022 Q2	$2.2M	Sell	12,600 -250	-2%	-$43.7K	0.92%	33
2022 Q1	$2.6M	Sell	12,850 -700	-5%	-$142K	0.93%	34
2021 Q4	$3.5M	Sell	13,550 -1,900	-12%	-$491K	1.17%	30
2021 Q3	$3.13M	Sell	15,450 -900	-6%	-$183K	1.15%	32
2021 Q2	$3.17M	Sell	16,350 -1,250	-7%	-$242K	1.17%	30
2021 Q1	$3.35M	Buy	17,600 +150	+0.9%	+$28.5K	1.3%	26
2020 Q4	$2.8M	Sell	17,450 -1,550	-8%	-$249K	1.14%	30
2020 Q3	$3.15M	Sell	19,000 -200	-1%	-$33.2K	1.39%	24
2020 Q2	$2.6M	Sell	19,200 -500	-3%	-$67.6K	1.21%	31
2020 Q1	$1.7M	Sell	19,700 -800	-4%	-$68.8K	0.94%	34
2019 Q4	$2.46M	Sell	20,500 -200	-1%	-$24K	1.09%	31
2019 Q3	$2.28M	Sell	20,700 -100	-0.5%	-$11K	1.07%	29
2019 Q2	$2.1M	Sell	20,800 -200	-1%	-$20.2K	0.99%	34
2019 Q1	$2.3M	Hold	21,000	–	–	1.11%	28
2018 Q4	$1.94M	Buy	21,000 +5,900	+39%	+$545K	1.07%	29
2018 Q3	$1.73M	Sell	15,100 -350	-2%	-$40.2K	0.93%	33
2018 Q2	$1.48M	Sell	15,450 -350	-2%	-$33.4K	0.87%	34
2018 Q1	$1.39M	Sell	15,800 -200	-1%	-$17.5K	0.83%	37
2017 Q4	$1.49M	Sell	16,000 -3,200	-17%	-$297K	0.85%	35
2017 Q3	$1.54M	Hold	19,200	–	–	0.96%	34
2017 Q2	$1.49M	Sell	19,200 -1,600	-8%	-$124K	0.96%	36
2017 Q1	$1.71M	Sell	20,800 -500	-2%	-$41.1K	1.12%	33
2016 Q4	$1.51M	Hold	21,300	–	–	1.04%	35
2016 Q3	$1.54M	Sell	21,300 -700	-3%	-$50.5K	1.05%	32
2016 Q2	$1.74M	Hold	22,000	–	–	1.22%	30
2016 Q1	$1.67M	Hold	22,000	–	–	1.18%	33
2015 Q4	$1.67M	Hold	22,000	–	–	1.2%	29
2015 Q3	$1.52M	Sell	22,000 -935	-4%	-$64.4K	1.13%	34
2015 Q2	$1.54M	Hold	22,935	–	–	1.04%	35
2015 Q1	$1.71M	Hold	22,935	–	–	1.18%	32
2014 Q4	$1.58M	Hold	22,935	–	–	1.08%	34
2014 Q3	$1.21M	Buy	22,935 +4,000	+21%	+$212K	0.85%	38
2014 Q2	$909K	Sell	18,935 -500	-3%	-$24K	0.6%	50
2014 Q1	$950K	Hold	19,435	–	–	0.66%	50
2013 Q4	$963K	Buy	+19,435	New	+$963K	0.68%	49